The Week Ahead: May 3 , 2021: upcoming Client Only webinar, Market Update, The Economy and the Biden Administration Face Tougher Challenges Ahead, COVID-19 update, all this and more in The Week Ahead!

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Weekly Market Commentary 05.03.21
GDP Surges After Stimulus, Fed Reiterates Low-Interest Rates
Published by The Carson Group, LLC
U.S. GDP surged an annualized 6.4% in the first quarter (Figure 1). Two rounds of government stimulus helped the economy climb within 0.9% of its all-time high. If expected growth is included, the economy remains 3.7% below pre-COVID trends. Personal income jumped 21.1% from February as a second round of stimulus checks pushed money out to most Americans…Read More


Master Your Retirement
Key Actions To Take To Secure The Retirement You Want
(With a Special Washington Tax Update)
Wednesday, May 5th at 4:15 pm EST
(Note the new date)
Here’s what Debbie will address:
1. 6 things you can do to prepare for Retirement
2. The three core characteristics of an ideal Retirement Portfolio
3. How to help make sure your retirement accounts are on track
4. Are you paying too much in taxes? Is your retirement plan tax-efficient?
5. How to help protect your Retirement Nest Egg against longevity risk, inflation risk, and market risk


In The Room with Hamilton Star, Leslie Odom, Jr.
Thursday, June 17th at 2:00 PM EST
Join us for an exclusive conversation and performance with Grammy and Tony Award-winning Hamilton star, Oscar-nominated actor, and author Leslie Odom, Jr.
On Thursday, June 17, you and your family are invited to join us for an invitation-only conversation and performance with a legend in the making: Leslie Odom, Jr.
Get your digital front-row seat as Leslie shares his journey to success in word and music. His journey was never inevitable, including many setbacks he writes about in his bestselling book Failing Up: How to Take Risks, Aim Higher, and Never Stop Learning.
If you saw Hamilton, the story of American Founding Father Alexander Hamilton, you know that this Grammy and Tony-winner, who played Aaron Burr, can shine on stage. Leslie is shining on the big screen now, with two Academy Award nominations for his role as the legendary Sam Cooke—one of the most influential soul artists of all time—in the movie, One Night in Miami.
Beyond his amazing talent, Leslie is a tremendous example of a person who has leaned on the advice and trust of others in order to break through and realize his potential. This event promises to be an unforgettable experience.



Every Monday from 4:15pm – 5:00pm EST
This is exclusive to clients, prospects, friends, and family who would like 1-on-1 access to Debra Taylor and her opinions on the current state of the markets and how that might impact you and your family!
Debra will begin each session by discussing the markets briefly and then open up the floor to questions from the audience. We hope for this to become a place for people to connect each week and discuss important financial topics on their minds!
Questions can be asked LIVE during office hours or sent to AnnMarie in advance!
E-mail AnnMarie at to receive your dial-in information!


Starting Wednesday, May 12th, you are invited to “Tee Off” with Rob Taylor, Senior Wealth Advisor of TFG, at the Ramsey Golf & Country Club!
Each tee time is limited to 3 spots, so please let us know your availability soon so we can secure your spot!
Wednesday, May 12th
Wednesday, May 26th
Wednesday, June 9th
Wednesday, June 30th
12pm-5pm (estimated times and depending on the “19th hole”)


Each Golf Outing offered is assigned on a first-come-first-serve basis so RSVP ASAP!
E-mail AnnMarie at to reserve your Wednesday Tee Time with Rob Taylor!


How to Create Ultra-Secure Passwords That Keep Hackers Away
Resource provided by Taylor Financial Group
With data breaches occurring more and more, it is important to protect the personal information stored in online accounts with secure passwords. The majority of passwords do not pass the test. Learn how to create a password that will keep your data safe online…Read More
The Very Best Ways to Prevent Credit Card Fraud
U.S News Article Provided by Taylor Financial Group
Credit card fraud was the most frequent type of fraud reported in 2020, according to the Federal Trade Commission. The total loss due to credit card fraud? A whopping $149 million.
While it’s important to know what steps to take if you’re a victim of credit card fraud, practicing credit card safety from the moment you get a new credit card can go a long way toward credit card fraud prevention…Read More


When do we have to wear a mask outside? The C.D.C. says less often, and here’s how and why
The New York Times Article Provided by Taylor Financial Group
The new guidance on mask-wearing from the Centers for Disease Control and Prevention on Tuesday says that masks can be shed for some relatively safe outdoor activities, especially by fully vaccinated people, because the virus does not spread readily outdoors…Read More
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Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Traditional IRA & Roth Conversion

If you have a Traditional IRA, you may benefit from doing a Roth conversion this year (and if you already performed a conversion this year, you still have time to do an additional conversion before year end). We typically favor Roth IRAs (over Traditional IRA balances) as Roth IRAs grow tax …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
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